| Lido Advisors, LLC | 1.5M | $140.2M | −$14.2M | Cut−$12.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.31M | $122M | −$11.1M | Cut−$5.21M |
| AE Wealth Management LLC | 1.1M | $102.9M | −$8.6M | Added$4.12M |
| AGF MANAGEMENT LTD | 300.7K | $28M | −$2.68M | Cut−$2.88M |
| MORGAN STANLEY | 248K | $23.1M | −$1.82M | Added$2.28M |
| BANK OF AMERICA CORP /DE/ | 198.8K | $18.5M | −$1.77M | Cut−$68.5M |
| ASSETMARK, INC | 186.2K | $17.4M | −$1.66M | Cut−$4.3M |
| Fischer Financial Services, Inc. | 141.2K | $13.2M | −$1.22M | Cut−$845.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 126.9K | $11.8M | −$1.13M | Cut−$4.13M |
| LPL Financial LLC | 120.9K | $11.3M | −$1.08M | Cut−$2.36M |
| Kestra Advisory Services, LLC | 86.5K | $8.07M | −$731.5K | Cut−$325.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 75.3K | $7.02M | −$505.6K | Added$1.22M |
| Independence Financial Advisors, LLC | 68.1K | $6.35M | −$550.4K | Added$36.8K |
| Fisher Asset Management, LLC | 67K | $6.24M | −$595.9K | Cut−$643.2K |
| Yoder Wealth Management, Inc. | 59.5K | $5.55M | −$461.7K | Added$250.5K |
| Keystone Global Partners, LLC | 59.1K | $5.51M | −$509.7K | Cut−$339.5K |
| STIFEL FINANCIAL CORP | 56.6K | $5.28M | −$503.5K | Cut−$921.9K |
| Fidelity | 56.1K | $5.24M | −$474.5K | Cut−$212.1K |
| CITIGROUP INC | 51.3K | $4.79M | −$315.7K | Added$1.16M |
| KCM INVESTMENT ADVISORS LLC | 50.7K | $4.73M | −$450.6K | Cut−$446.7K |
| GOLDMAN SACHS GROUP INC | 49.7K | $4.63M | — | New |
| ATLAS CAPITAL ADVISORS INC. | 47.3K | $4.41M | −$420.7K | Cut−$1.38M |
| TWO SIGMA INVESTMENTS, LP | 46.7K | $4.36M | −$415.6K | Cut−$1.56M |
| Steward Partners Investment Advisory, LLC | 45.1K | $4.21M | −$376.6K | Cut−$117.3K |
| OSAIC HOLDINGS, INC. | 41.9K | $3.92M | −$374.9K | Cut−$4.18M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 40.9K | $3.82M | −$364.4K | Cut−$562.3K |
| Cetera Investment Advisers | 40.5K | $3.78M | −$360.8K | Cut−$1.86M |
| Mariner, LLC | 40.2K | $3.75M | −$339.4K | Cut−$145.9K |
| PENOBSCOT WEALTH MANAGEMENT | 40.2K | $3.75M | −$307K | Added$225.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.8K | $3.53M | −$196.8K | Added$1.27M |
| Maltin Wealth Management, Inc. | 33.8K | $3.15M | −$300.6K | Cut−$420.5K |
| ROYAL BANK OF CANADA | 33.4K | $3.12M | −$203.3K | Added$784K |
| SFI Advisors, LLC | 32.1K | $2.99M | −$285.5K | Cut−$1.91M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 32K | $2.99M | −$280.2K | Cut−$228.9K |
| NATIONAL BANK OF CANADA /FI/ | 27.8K | $2.59M | −$2.53K | Added$2.56M |
| Global Assets Advisory, LLC | 70.4K | $2.54M | — | New |
| UBS Group AG | 26.4K | $2.47M | −$201.9K | Added$147.8K |
| Smith Salley Wealth Management | 24.5K | $2.29M | −$215.3K | Cut−$186.3K |
| ENVESTNET ASSET MANAGEMENT INC | 24.5K | $2.28M | −$217.8K | Cut−$10.1M |
| Lifeworks Advisors, LLC | 24.3K | $2.26M | −$178.5K | Added$214.1K |
| WELLS FARGO & COMPANY/MN | 22K | $2.05M | −$195.6K | Cut−$1.24M |
| Jacobs Equity LLC | 19K | $1.97M | $17.4K | Added$590K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20.5K | $1.91M | −$179.4K | Cut−$147.3K |
| LYNCH & ASSOCIATES/IN | 19.9K | $1.86M | −$171.7K | Cut−$112.2K |
| Elevated Capital Advisors, LLC | 18.5K | $1.73M | −$164.8K | Cut−$310.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.1K | $1.69M | −$161.4K | Cut−$620.2K |
| HighTower Advisors, LLC | 18K | $1.68M | −$160.3K | Cut−$5.59M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 17.8K | $1.66M | −$54.4K | Added$1.03M |
| Tower Research Capital LLC (TRC) | 17.2K | $1.61M | −$36.9K | Added$1.18M |
| Pathway Financial Advisers, LLC | 16.2K | $1.51M | −$144.3K | Cut−$179.6K |
| KDK Private Wealth Management, LLC | 16.1K | $1.5M | −$143.2K | Cut−$144.3K |
| EP Wealth Advisors, LLC | 16.1K | $1.5M | −$143K | Cut−$168.5K |
| JONES FINANCIAL COMPANIES LLLP | 15.3K | $1.39M | −$151.8K | Added$73.4K |
| Rockefeller Capital Management L.P. | 14.6K | $1.37M | −$130.4K | Cut−$143.1K |
| AMERICAN NATIONAL BANK & TRUST | 14.3K | $1.34M | −$121.1K | Cut−$52.7K |
| Ameritas Advisory Services, LLC | 13.8K | $1.29M | −$123.1K | Cut−$188.7K |
| Robertson Stephens Wealth Management, LLC | 13.8K | $1.28M | −$119.5K | Cut−$88.9K |
| J.Safra Asset Management Corp | 13.7K | $1.28M | −$121.9K | Cut−$697.1K |
| SOUTHERN CAPITAL ADVISORS, LLC | 13.6K | $1.27M | −$121.4K | Cut−$494.1K |
| RAYMOND JAMES FINANCIAL INC | 13.5K | $1.26M | −$120.5K | Cut−$156K |
| Investors Research Corp | 13.4K | $1.25M | −$112.6K | Cut−$38.5K |
| JANE STREET GROUP, LLC | 12.6K | $1.18M | −$19.5K | Added$955.3K |
| Meridian Wealth Management, LLC | 12.6K | $1.18M | −$94.7K | Added$89.5K |
| Sigma Planning Corp | 11.6K | $1.08M | −$103K | Cut−$264.9K |
| Ellis Investment Partners, LLC | 11.2K | $1.04M | −$99.4K | Cut−$342.7K |
| Summit Financial, LLC | 9.77K | $911.1K | −$86.9K | Cut−$117.1K |
| SYON CAPITAL LLC | 9.45K | $880.8K | −$77.5K | Cut−$9.08K |
| Snowden Capital Advisors LLC | 9.39K | $875.4K | −$82K | Cut−$65K |
| Orion Porfolio Solutions, LLC | 8.96K | $835.4K | −$79.8K | Cut−$874.8K |
| Spire Wealth Management | 8.52K | $794.4K | −$75.8K | Cut−$83.6K |
| Stratos Wealth Advisors, LLC | 8.45K | $788.3K | −$75.2K | Cut−$95.2K |
| BLUE JEAN FINANCIAL LLC | 8.32K | $775.9K | −$71.8K | Cut−$47.9K |
| Heck Capital Advisors, LLC | 7.79K | $727K | −$69.3K | Cut−$124.5K |
| Bayshore Capital Advisors, LLC | 7.75K | $722.9K | −$69K | Cut−$172.9K |
| Regal Investment Advisors LLC | 7.7K | $717.7K | −$68.5K | Cut−$263.1K |
| Creative Planning | 7.64K | $712.3K | −$58.2K | Added$43.3K |
| Stonebridge Financial Planning Group, LLC | 7.42K | $691.5K | −$66K | Cut−$86.5K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.37K | $687K | −$65.6K | Cut−$88.7K |
| Soltis Investment Advisors LLC | 7.25K | $676.6K | −$59.6K | Cut−$8.02K |
| Sunbelt Securities, Inc. | 7.17K | $668.3K | −$63.7K | Cut−$370.6K |
| Advisory Services Network, LLC | 7.12K | $663.6K | −$63.3K | Cut−$63.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.96K | $648.8K | −$55.6K | Added$11.2K |
| BENJAMIN EDWARDS INC | 6.39K | $595.7K | −$56.9K | Cut−$247.5K |
| Farther Finance Advisors, LLC | 6.31K | $593.1K | −$51.2K | Cut−$84.6K |
| AMERIPRISE FINANCIAL INC | 6.3K | $587.2K | −$45.4K | Added$65.4K |
| Redwood Financial Network Corp | 6.12K | $571.1K | −$46.4K | Added$38K |
| HALL CAPITAL MANAGEMENT CO INC | 5.14K | $524.7K | −$411 | Cut−$411 |
| Centennial Wealth Advisory LLC | 5.22K | $487K | −$46.2K | Cut−$42.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.79K | $444.5K | −$55.3K | Cut−$392.7K |
| Gladstone Institutional Advisory LLC | 4.64K | $432.6K | −$38.6K | Cut−$10.2K |
| Quantinno Capital Management LP | 4.62K | $431.2K | −$41.1K | Cut−$48.3K |
| Charter Oak Capital Management, LLC | 4.62K | $430.9K | −$41.1K | Cut−$194.4K |
| PGIM Custom Harvest LLC | 4.58K | $427.1K | −$40.8K | Cut−$40.7K |
| Sanchez Gaunt Capital Management, LLC | 4.56K | $425K | — | Held |
| NORTHERN TRUST CORP | 4.38K | $408.6K | −$25.6K | Added$114.2K |
| Eley Financial Management, Inc | 4.37K | $407.9K | −$38.9K | Cut−$46.8K |
| NBC SECURITIES, INC. | 4.27K | $398.2K | −$38K | Cut−$46.7K |
| Crumly & Associates Inc. | 4.22K | $393.2K | −$37.5K | Cut−$37.5K |
| Fifth Third Securities, Inc. | 4.05K | $378.1K | −$35.6K | Cut−$30.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 4.01K | $373.7K | −$35.7K | Cut−$37.3K |
| Merit Financial Group, LLC | 3.85K | $359.2K | — | New |
| Zinnia Wealth Advisory, LLC | 3.77K | $351.1K | −$33.5K | Cut−$75.9K |
| WHALEROCK POINT PARTNERS, LLC | 3.68K | $343.2K | −$32.7K | Cut−$32.7K |
| Purkiss Capital Advisors LLC | 3.56K | $331.7K | −$31.6K | Cut−$293.9K |
| PFG Advisors | 3.39K | $316.3K | −$30.1K | Cut−$30K |
| VCI Wealth Management LLC | 3.32K | $309.6K | −$29.6K | Cut−$32.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.31K | $308.5K | −$29.5K | Cut−$73.5K |
| HARBOR INVESTMENT ADVISORY, LLC | 3.27K | $304.7K | −$29.1K | Cut−$56K |
| MCRAE CAPITAL MANAGEMENT INC | 3.03K | $282.9K | −$26K | Cut−$15.7K |
| MAI Capital Management | 3.02K | $281.2K | −$23.3K | Added$14.2K |
| Apollon Wealth Management, LLC | 2.88K | $268.6K | −$25.7K | Cut−$132.3K |
| FRANKLIN RESOURCES INC | 2.88K | $268.5K | −$25.6K | Cut−$25.6K |
| TRUSTCO BANK CORP N Y | 2.8K | $261.1K | −$24.9K | Cut−$24.9K |
| Monte Financial Group, LLC | 2.73K | $254.3K | −$22.6K | Cut−$5.17K |
| EVOKE WEALTH, LLC | 2.69K | $250.7K | −$23.9K | Cut−$266.8K |
| Richard Bernstein Advisors LLC | 2.67K | $249.2K | −$23.8K | Cut−$49.2M |
| Interchange Capital Partners, LLC | 2.95K | $249.1K | — | New |
| Point72 Asset Management, L.P. | 2.66K | $247.9K | −$23.7K | Cut−$393.7K |
| Advisory Alpha, LLC | 2.53K | $236.3K | −$22.6K | Cut−$22.6K |
| Amplius Wealth Advisors, LLC | 2.46K | $229.2K | −$21.3K | Cut−$15K |
| Fulton Bank, N.A. | 2.44K | $227.8K | −$21.7K | Cut−$137.4K |
| Rosenberg Matthew Hamilton | 2.43K | $227K | −$21.7K | Cut−$21.7K |
| MML INVESTORS SERVICES, LLC | 2.41K | $224.5K | −$21.4K | Cut−$197.7K |
| Empower Advisory Group, LLC | 2.32K | $216.4K | — | New |
| Csenge Advisory Group | 2.28K | $212.3K | −$20.2K | Cut−$54.1K |
| Icahn Capital | 2.27K | $211.8K | — | New |
| TRUIST FINANCIAL CORP | 2.27K | $211.6K | — | New |
| Piscataqua Savings Bank | 2.19K | $203.9K | −$19.5K | Cut−$19.5K |
| FIFTH THIRD BANCORP | 2.18K | $203.3K | −$2.28K | Added$177.1K |
| IFP Advisors, Inc | 1.97K | $183.3K | −$17.5K | Cut−$22.1K |
| Pinnacle Wealth Planning Services, Inc. | 1.47K | $136.9K | −$13.1K | Cut−$13.1K |
| Atlantic Union Bankshares Corp | 1.44K | $134.4K | −$12.8K | Cut−$12.8K |
| CoreCap Advisors, LLC | 1.43K | $133.5K | −$12.7K | Cut−$11.8K |
| PNC Financial Services Group, Inc. | 1.41K | $131.1K | −$12.2K | Cut−$9.04K |
| Glen Eagle Advisors, LLC | 1.39K | $130K | −$12.4K | Cut−$13.4K |
| JPMORGAN CHASE & CO | 1.43K | $128.7K | −$15.5K | Cut−$4.66K |
| True Link Financial Advisors, LLC | 1.34K | $125.3K | — | New |
| Capital Investment Advisory Services, LLC | 1.2K | $112.2K | −$10.3K | Cut−$6.31K |
| BlackRock, Inc. | 1.12K | $104.9K | −$887 | Added$94.6K |
| Triumph Capital Management | 1.07K | $99.6K | −$9.5K | Cut−$10.3K |
| Sage Mountain Advisors LLC | 1.01K | $94.3K | −$9K | Cut−$9K |
| Colonial Trust Advisors | 831 | $77.5K | −$7.4K | Cut−$7.4K |
| HARBOUR INVESTMENTS, INC. | 800 | $74.7K | −$7.01K | Cut−$6.91K |
| NewEdge Advisors, LLC | 8.99K | $71.4K | −$847.4K | Cut−$1.28M |
| PROFFITT & GOODSON INC | 695 | $64.8K | −$6.19K | Cut−$6.19K |
| Clearstead Advisors, LLC | 618 | $57.6K | −$5.5K | Cut−$5.5K |
| SIGNATUREFD, LLC | 606 | $56.5K | −$5.35K | Cut−$6.58K |
| Colonial Trust Co / SC | 605 | $56.4K | −$5.39K | Cut−$5.38K |
| Princeton Global Asset Management LLC | 560 | $52.2K | −$4.98K | Cut−$4.98K |
| WealthShield Partners, LLC | 550 | $51.3K | −$4.89K | Cut−$4.89K |
| Allworth Financial LP | 541 | $50.5K | −$4.36K | Cut−$68 |
| Addison Advisors LLC | 522 | $48.7K | −$4.65K | Cut−$4.65K |
| GLENMEDE TRUST CO NA | 434 | $40.5K | −$3.86K | Cut−$3.86K |
| Decker Retirement Planning Inc. | 364 | $33.9K | −$3.24K | Cut−$3.24K |
| DAGCO, INC. | 350 | $32.6K | −$3.11K | Cut−$3.12K |
| Cherry Tree Wealth Management, LLC | 345 | $32.2K | — | New |
| HOWE & RUSLING INC | 343 | $32K | −$3.05K | Cut−$88K |
| Arax Advisory Partners | 316 | $29.4K | −$2.87K | Cut−$24.9K |
| Sound Income Strategies, LLC | 312 | $29.3K | −$3.53K | Cut−$3.53K |
| Anfield Capital Management, LLC | 300 | $28K | — | New |
| IMA Advisory Services, Inc. | 261 | $24.3K | −$2.32K | Cut−$2.32K |
| Barnes Dennig Private Wealth Management LLC | 253 | $23.6K | −$2.25K | Cut−$2.25K |
| TD Waterhouse Canada Inc. | 250 | $23.5K | −$2.04K | Cut−$2.04K |
| Rossby Financial, LCC | 239 | $22.5K | −$755 | Added$13K |
| Geneos Wealth Management Inc. | 211 | $19.7K | −$1.85K | Cut−$3.28K |
| BARRETT & COMPANY, INC. | 212 | $19.7K | −$1.88K | Cut−$1.88K |
| Waverly Advisors, LLC | 210 | $19.6K | −$1.87K | Cut−$2.49M |
| BANK OF MONTREAL /CAN/ | 207 | $19.3K | −$1.52K | Added$1.83K |
| Wilmington Savings Fund Society, FSB | 200 | $18.7K | −$1.78K | Cut−$1.78K |
| GABLES CAPITAL MANAGEMENT INC. | 192 | $17.9K | −$1.71K | Cut−$1.71K |
| HighMark Wealth Management LLC | 190 | $17.7K | −$1.69K | Cut−$1.69K |
| Russell Investments Group, Ltd. | 188 | $17.5K | −$1.68K | Cut−$8.72K |
| AlphaCore Capital LLC | 185 | $17.3K | −$1.65K | Cut−$1.65K |
| Root Financial Partners, LLC | 182 | $17K | −$1.62K | Cut−$2.85K |
| HM PAYSON & CO | 172 | $16K | −$1.53K | Cut−$1.53K |
| Tidemark, LLC | 169 | $15.8K | −$1.47K | Cut−$1.47K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 150 | $14K | — | New |
| Signature Resources Capital Management, LLC | 149 | $13.9K | −$1.33K | Cut−$1.94K |
| Versant Capital Management, Inc | 149 | $13.9K | −$1.33K | Cut−$22.1K |
| Roxbury Financial LLC | 134 | $12.5K | −$1.16K | Cut−$1.17K |
| GAMMA Investing LLC | 128 | $11.9K | −$1.14K | Cut−$1.14K |
| Dunhill Financial, LLC | 123 | $11.5K | −$1.1K | Cut−$1.1K |
| Western Wealth Management, LLC | 110 | $10.3K | — | New |
| Morton Brown Family Wealth, LLC | 106 | $9.84K | −$939 | Cut−$939 |
| Napier Financial, LLC | 103 | $9.61K | — | New |
| Quest 10 Wealth Builders, Inc. | 101 | $9.42K | — | New |
| Byrne Asset Management LLC | 96 | $8.95K | −$854 | Cut−$854 |
| Darwin Wealth Management, LLC | 84 | $7.83K | — | New |
| HOEY INVESTMENTS, INC | 83 | $7.74K | −$739 | Cut−$739 |
| CWM, LLC | 80 | $7.46K | $7.45K | Added$7.45K |
| Ashton Thomas Private Wealth, LLC | 70 | $6.53K | — | New |
| Truvestments Capital LLC | 68 | $6.34K | — | New |
| TFC Financial Management, Inc. | 50 | $4.66K | — | New |
| MCF Advisors LLC | 46 | $4.29K | −$410 | Cut−$410 |
| EPG Wealth Management LLC | 44 | $4.14K | −$387 | Cut−$387 |
| Newbridge Financial Services Group, Inc. | 42 | $3.92K | −$374 | Cut−$374 |
| Vermillion Wealth Management, Inc. | 41 | $3.82K | −$365 | Cut−$365 |
| CX Institutional | 40.5K | $3.78K | −$303 | Added$299 |
| PRIVATE TRUST CO NA | 40 | $3.75K | −$350 | Cut−$350 |
| US BANCORP \DE\ | 40 | $3.73K | −$357 | Cut−$1.79K |
| Cambridge Investment Research Advisors, Inc. | 38.5K | $3.59K | −$293 | Added$238 |
| Valued Wealth Advisors LLC | 37 | $3.45K | −$329 | Cut−$329 |
| GHP Investment Advisors, Inc. | 36 | $3.36K | −$321 | Cut−$321 |
| Parallel Advisors, LLC | 35 | $3.26K | −$312 | Cut−$312 |
| Pillar Financial Advisors, LLC | 34 | $3.17K | −$303 | Cut−$303 |
| GILPIN WEALTH MANAGEMENT, LLC | 26 | $2.42K | −$232 | Cut−$232 |
| Operose Advisors LLC | 25 | $2.33K | — | New |
| BLAIR WILLIAM & CO/IL | 25 | $2.33K | −$222 | Cut−$15.1K |
| Janney Montgomery Scott LLC | 23K | $2.14K | −$204 | Cut−$513 |
| Key Capital Management, INC | 22 | $2.05K | −$169 | Added$111 |
| Thrivent Financial for Lutherans | 21.7K | $2.02K | −$203 | Cut−$3.02K |
| Federation des caisses Desjardins du Quebec | 19 | $1.77K | −$169 | Cut−$38.9K |
| DecisionPoint Financial, LLC | 16 | $1.49K | −$142 | Cut−$142 |
| Strengthening Families & Communities, LLC | 15 | $1.43K | — | New |
| WOLFF WIESE MAGANA LLC | 15 | $1.4K | −$134 | Cut−$134 |
| BROWN, LISLE/CUMMINGS, INC. | 12 | $1.12K | −$107 | Cut−$107 |
| LRI Investments, LLC | 12 | $1.12K | −$107 | Cut−$107 |
| CENTAURUS FINANCIAL, INC. | 5.76K | $537 | −$50 | Cut−$33 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 5.07K | $472 | −$36 | Added$65 |
| Smithfield Trust Co | 4.13K | $385 | −$36 | Cut−$36 |
| Abound Wealth Management | 3 | $310 | — | New |
| DUNCKER STREETT & CO INC | 3 | $280 | −$26 | Cut−$26 |
| Aptus Capital Advisors, LLC | 1 | $93 | −$9 | Cut−$3.48K |
| HUNTINGTON NATIONAL BANK | 1 | $93 | −$9 | Cut−$9 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 0 | $38 | — | New |
| Raleigh Capital Management Inc. | 0 | $35 | — | Cut−$4 |
| Kingdom Financial Group LLC. | 0 | $12 | — | Cut−$1 |
| Lloyd Advisory Services, LLC. | 0 | $12 | — | New |
| VAN ECK ASSOCIATES CORP | 55 | $5 | −$1 | Cut−$3 |
| Activest Wealth Management | 0 | $0 | — | New |
| Avion Wealth | 7 | $0 | $0 | Held |